•Initial phone call: We offer each organizational and individual member an initial phone conversation with a member of our Leadership Team in order to clarify how our knowledge and contacts can be of most benefit to you. It’s up to you to decide which members of your giving circle, network, staff, board or family will participate in the call.

๏$2,500(£1,500)Founding Members

•Founding Members receive all of the above the above benefits plus

•Listing on our website as a Founding Member, including logo upon request

•Initial one-hour phone conversation followed by introduction to selected advisors, networks and individuals (as described above)

•1 conference call per year exclusively for Founding Members

•3 half-hour coaching calls per year (in addition to intake call)

•Invitation to all conference calls and webinars

•Individual profiles of up to 3 members of your organization or family

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๏$2,000(£1,200)Networks and Organizations over 100 members

•Initial half-hour phone conversation followed by introduction to selected advisors, networks and individuals (as described above)

•Invitation to all conference calls and webinars

•2 half-hour coaching calls per year (in addition to intake call)

•Individual profiles of up to 2 members of your organization or family

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๏$1,000(£600)Networks and Organizations with under 100 members

•Initial half-hour phone conversation followed by introduction to selected advisors, networks and individuals (as described above)

•Invitation to all conference calls and webinars

•1 half-hour coaching call per year (in addition to intake call)

•Individual profile of 1 member of your organization

๏$500(£300)Networks and Organizations with under 50 members

•Initial half-hour phone conversation followed by introduction to selected advisors, networks and individuals (as described above)

•Invitation to all conference calls and webinars

•Individual profile of 1 member of your organization

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๏$500(£300)Individual financial and philanthropic advisors

•Initial half-hour phone conversation followed by introduction to selected advisors, networks and individuals (as described above)

•Invitation to all conference calls and webinars

•Profiles of 1 client or staff member of your organization

๏$500 (£300)Individual or family

•Initial half-hour phone conversation followed by introduction to selected advisors, networks and individuals (as described above)